---
symbol: "MSFT"
name: "Microsoft"
date: 2026-10-28
change_pct: 2.520187793427222
direction: "up"
event_type: "guidance"
url: "https://perplo.app/why/MSFT/2026-10-28"
updated_at: 2026-10-28T23:06:55.933Z
---

# Why Microsoft (MSFT) rose 2.52% on October 28, 2026

Microsoft (MSFT) rose 2.52% on October 28, 2026 — Azure guidance of 49-50% growth lifts Microsoft.

## What happened

Microsoft rose 2.5% after its CFO guided Azure growth to 49% to 50% in constant currency for the coming quarter, then clarified the range.

## Why it moved

Azure is Microsoft's main growth engine, so a firm 49% to 50% growth range signals that cloud demand is holding up. That confirmation reduces uncertainty about AI monetization, which is why the stock re-rated higher.

## Why it matters

Microsoft is a core name in the Mag 7 Earnings Cycle, where earnings and AI capex guidance have driven the group.

## What would break the thesis

Investors will look for margin pressure from that capex and for any slowdown in commercial bookings, which would undercut the Azure story.

## Sources

- [MICROSOFT CFO: AZURE GROWTH EXPECTED AT 49% TO 50% IN CONSTANT CURRENCY, CLARIFIES RANGE IS 49% TO 50%](https://t.me/marketfeed/1066485) — MarketFeed
- [MICROSOFT CFO SAYS Q2 AGENTS AND INFRA REVENUE IS EXPECTED TO BE $80.1 BLN TO $80.7 BLN AND Q2 AZURE GROWTH IS EXPECTED TO BE 49%, THOUGH COMMERCIAL BOOKINGS RESULTS WILL BE IMPACTED BY THE SIGNIFICANT AZURE COMMITMENTS SIGNED IN THE PRIOR YEAR](https://t.me/marketfeed/1066483) — MarketFeed
- [MICROSOFT CFO SAYS THE COMPANY EXPECTS TO REMAIN CASH FLOW POSITIVE IN FISCAL 2027, WITH CALENDAR-YEAR CAPITAL EXPENDITURE OF ABOUT $170 BLN, AND ANTICIPATES AZURE EXPANSION REACHING 49%](https://t.me/marketfeed/1066477) — MarketFeed

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